Nia Impact Advisors, LLC Portfolio Holdings

Nia Impact Advisors, LLC

  • $246 Million
  • Q1 2025

Nia Impact Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $12M, Apple Inc. with a value of $10.2M, International Business Machines Corp with a value of $9.79M, Xylem Inc. with a value of $7.87M, and Vertex Pharmaceuticals Inc with a value of $7.72M.

Examining the 13F form we can see an decrease of $41.9M in the current position value, from $288M to 246M.

Below you can find more details about Nia Impact Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $246 Million
Technology: $80.4 Million
Healthcare: $41.8 Million
Industrials: $41.2 Million
Consumer Defensive: $24.8 Million
Communication Services: $16.2 Million
ETFs: $15.3 Million
Real Estate: $9.18 Million
Financial Services: $6.82 Million
Other: $9.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.32T
$10.2 Million 4.14% of portfolio
45,768
Q1 2025 Reduced 6.71%
$239B
$9.79 Million 3.98% of portfolio
39,373
Q1 2025 Reduced 3.08%
$22.9B
$7.87 Million 3.2% of portfolio
65,838
Q1 2025 Reduced 2.83%
$115B
$7.72 Million 3.14% of portfolio
15,932
Q4 2024 Reduced 8.05%
$6.78B
$7.28 Million 2.96% of portfolio
57,584
Q1 2025 Reduced 4.0%
$11.3B
$7.26 Million 2.96% of portfolio
87,662
Q1 2025 Reduced 8.62%
$82.6B
$7.19 Million 2.93% of portfolio
74,676
Q1 2025 Reduced 1.99%
$393B
$7.07 Million 2.88% of portfolio
41,477
Q1 2025 Reduced 0.72%
$350B
$6.94 Million 2.82% of portfolio
25,849
Q1 2025 Reduced 10.13%
$1T
$6.86 Million 2.79% of portfolio
41,348
Q1 2025 Reduced 13.8%
$58.2B
$6.77 Million 2.76% of portfolio
39,681
Q1 2025 Reduced 1.35%
$15.2B
$5.99 Million 2.44% of portfolio
64,595
Q1 2025 Reduced 7.41%
$20.9B
$5.61 Million 2.28% of portfolio
16,463
Q1 2025 Reduced 5.89%
$137B
$5.6 Million 2.28% of portfolio
49,992
Q1 2025 Reduced 8.1%
$29.2B
$5.51 Million 2.24% of portfolio
64,076
Q1 2025 Reduced 7.45%
$162B
$4.9 Million 2.0% of portfolio
9,852
Q1 2025 Reduced 3.26%
$29.3B
$4.55 Million 1.85% of portfolio
976,646
Q1 2025 Reduced 0.62%
$335B
$4 Million 1.63% of portfolio
36,867
Q1 2025 Reduced 22.53%
$2.45B
$3.67 Million 1.49% of portfolio
125,494
Q1 2025 Reduced 6.95%
$14.1B
$3.52 Million 1.43% of portfolio
56,957
Q1 2025 Reduced 0.21%
$39.9B
$3.5 Million 1.42% of portfolio
51,667
Q1 2025 Added 12.66%
$2.23B
$3.34 Million 1.36% of portfolio
224,475
Q1 2025 Added 0.59%
$3.96B
$3.35 Million 1.36% of portfolio
131,592
Q1 2025 Reduced 0.44%
$147B
$3.31 Million 1.35% of portfolio
8,890
Q1 2025 Reduced 6.65%
$16.1B
$3.26 Million 1.33% of portfolio
10,502
Q1 2025 Reduced 5.3%
$1.15B
$3.1 Million 1.26% of portfolio
77,216
Q1 2025 Added 1.83%
$17.5B
$3.05 Million 1.24% of portfolio
122,325
Q1 2025 New
$54.2B
$2.97 Million 1.21% of portfolio
71,346
Q1 2025 Reduced 39.74%
$127B
$2.85 Million 1.16% of portfolio
5,183
Q1 2025 Added 5.56%
$300B
$2.85 Million 1.16% of portfolio
10,693
Q1 2025 Reduced 4.34%
$115B
$2.68 Million 1.09% of portfolio
13,298
Q1 2025 Reduced 1.0%
$554B
$2.63 Million 1.07% of portfolio
4,805
Q1 2025 Reduced 15.33%
$127B
$2.58 Million 1.05% of portfolio
27,045
Q1 2025 Added 10.23%
$979B
$2.44 Million 0.99% of portfolio
15,809
Q1 2025 Reduced 7.88%
$183B
$2.41 Million 0.98% of portfolio
23,422
Q1 2025 Reduced 0.3%
$3.42T
$2.33 Million 0.95% of portfolio
6,214
Q1 2025 Reduced 8.67%
$3.91B
$2.26 Million 0.92% of portfolio
33,767
Q1 2025 Reduced 2.73%
$1.8B
$2.23 Million 0.91% of portfolio
81,235
Q1 2025 Added 4.35%
$35.6B
$2.18 Million 0.89% of portfolio
8,430
Q1 2025 Reduced 1.86%
$2.54B
$2.11 Million 0.86% of portfolio
31,468
Q1 2025 Reduced 5.98%
$134B
$2.11 Million 0.86% of portfolio
6,905
Q1 2025 Reduced 4.39%
$72.8B
$2.11 Million 0.86% of portfolio
21,606
Q4 2024 Reduced 0.99%
$2.07B
$2.01 Million 0.82% of portfolio
65,662
Q1 2025 Added 4.77%
$144B
$2 Million 0.81% of portfolio
9,759
Q4 2024 Reduced 0.15%
$53.1B
$1.9 Million 0.77% of portfolio
7,713
Q1 2025 Reduced 1.05%
$44.6B
$1.87 Million 0.76% of portfolio
16,594
Q1 2025 Reduced 60.41%
$14.4B
$1.85 Million 0.75% of portfolio
55,642
Q1 2025 Reduced 18.24%
$2.63B
$1.81 Million 0.74% of portfolio
37,287
Q1 2025 Added 0.43%
$62.7B
$1.73 Million 0.71% of portfolio
27,351
Q1 2025 Reduced 6.34%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $246 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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